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Revimag Treuhand AG

Digital office organization for trustees

Revimag Treuhand AG in Dagmersellen provides comprehensive, high-quality services for small and medium-sized SMEs and for private individuals. The range of services covers the entire area of fiduciary services, real estate and auditing. Revimag Treuhand AG is growing continuously in order to meet today's ever-increasing demands. The days when client needs could be met simply by "paying" are long gone, even for financial service providers. Personal advice and the development of individual solutions have become a success factor. Together with Optive, Revimag Treuhand AG has therefore taken the first step towards digital office organization and invested in the digitalization of existing workflows.

The challenge

Despite the latest technologies and the use of software, trust management at the source is still a paper-based system and therefore often time-consuming. Many individual files on the computer make structured filing difficult. The use of new media such as e-mails or electronic tax returns requires new storage options.

Solution

With the ELOprofessional office organization tool, customer dossiers with permanent files and everything that goes with them are stored centrally and in a standardized way. The superordinate filing organization is made possible by the ELO filing masks and results in simple and clearly structured filing for everyone. Any documents (scanned, PDF, Word, Excel, e-mails, images, etc.) can be filed in ELO. These are automatically included in the intelligent "iSearch" search, including their content, and are immediately available to all authorized users.

Highlights

  • Archiving
  • Interfaces
  • Fast and efficient
  • Standardization

Function overview

  • Fully automatic filing of outgoing documents such as invoices, reminders,
    payslips, etc.
  • Fully automatic storage of any inserts via the ELO DropZone
  • Direct access to documents from Lobos 3.X
  • Automatic archiving of accounts payable and posting documents
  • Archiving of any personal documents
  • Archiving of any resident documents
  • Archiving of any other documents such as contracts,
    correspondence, etc.
  • Optive Capture Fibu, simple invoice recognition incl. OP generation in Lobos 3.X
  • Optive DocPortal, account assignment and release of vendor invoices

Case Study

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Revimag Treuhand AG

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